Editing Notification Rules

When notification rule information currently defined in the system changes, admin users with appropriate security rights can edit the notification rules through the Admin Reference Data Area with Notification Rules list view.

To edit notification rules:

Press the Reference Data button from any page displaying the admin navigation bar.

The Admin Reference Data area is displayed.
Select Navigation Rule from the Show drop-down list.

The Admin Reference Data Area with Notification Rules list view, including all notification rules defined in the system, is displayed.
In the Notification Rule Name column, click the notification rule name link for the notification rule you want to edit.

The Notification Rules Area page appears, for the notification rule name you selected, displaying the General & Mail Messages tabbed section by default. The Notification Rules Area page contains 5 tabbed sections. They are General & Mail Messages, Import/Outgoing, Export/Incoming, and Other and Receivables/Payables tabbed sections. If you do not have security rights to maintain notification rules, the page appears in read-only mode and you will not be able to edit the notification rules.
Edit the notification rule information, as required, on the tabbed section(s) of the page. Required information is indicated by a red asterisk (*). After you have finished editing the information, press Save & Close.

The edited notification rules are saved and the Admin Reference Data Area with Notification Rules list view is re-displayed.

If you do not want to save the notification rule information you edited, press Close.

The changes you entered are not saved, the Notification Rules Area page closes, and the Admin Reference Data Area with Notification Rules list view is re-displayed.